Ashley Davidson
Financial Adviser in Heathmont, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342680
- Location
- Heathmont VIC 3135
- Licensee
- Parc Wealth Group Pty Ltd (AFSL 535090)
- Authorised since
- 24 February 2022
- First provided advice
- 2009
- Qualifications
- Graduate Diploma of Applied Finance and Investment, Securities Institute (2004); Diploma of Financial Services, The Carlyle Institute (2008); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashley Davidson
Ashley Davidson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Heathmont, Victoria (adviser number 000342680).
The licensee Ashley advises under is Parc Wealth Group Pty Ltd (AFS licence 535090). The current authorisation started on 24 February 2022.
The register records 2009 as the year Ashley first provided financial advice. Qualifications and training on file include Graduate Diploma of Applied Finance and Investment (Securities Institute, 2004), Diploma of Financial Services (The Carlyle Institute, 2008) and Ethics and Professionalism in Financial Advice (Kaplan, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ashley Davidson a registered financial adviser?
Yes. Ashley Davidson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342680.
Which licensee does Ashley Davidson work under?
Parc Wealth Group Pty Ltd, Australian financial services licence 535090.
What can Ashley Davidson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.